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JPMorgan Chase & Co

JPM
Exchange
NYSE
Industry
National Commercial Banks
SEC CIK
0000019617

In the last 90 days, JPMorgan Chase & Co insiders filed 0 open-market purchases and 2 sales; 5,158 institutions reported holding it in 13F filings for Q2 2026, worth $643.7B in total; 7 superinvestors hold it, including Viking Global Investors and Markel Group.

Other share classesAMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM

13F holders, Q3 2026

Institutional positions in JPMorgan Chase & Co as of Sep 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
48
+2 vs. Q2 2026
Shares held
2.47M
−132.9K (−5.1%) vs. Q2 2026
Total value
$816.1M
−$34.8M (−4.1%) vs. Q2 2026
New holders
2
14 more added
Sold out
0
24 more reduced

5,112 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting JPM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holders
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,595 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,427 institutionsQ3 2022: 3,395 institutionsQ4 2022: 3,628 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,710 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,680 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,103 institutionsQ2 2026: 5,158 institutions
Value held
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,158$643.7B
Q1 20265,103$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,680$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,710$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,628$278.3B
Q3 20223,395$212.9B
Q2 20223,427$229.3B
Q1 20223,519$278.9B
Q4 20213,595$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2026.

Institutions holding JPM in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Eos Management, L.P.––––Not filed
Atlas Wealth LLC––––Not filed
Socorro Asset Management LP––––Not filed
Hennessy Advisors Inc––––Not filed
Citizens Business Bank––––Not filed
Wright Investors Service Inc––––Not filed
Q Capital Solutions––––Not filed
Third View Private Wealth, LLC––––Not filed
Formidable Asset Management, LLC––––Not filed
Brown, Lisle/Cummings, Inc.––––Not filed
Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn––––Not filed
Scott & Selber, Inc.––––Not filed
Family Legacy, Inc.––––Not filed
Dudley Capital Management, LLC––––Not filed
Joseph Group Capital Management––––Not filed
Midwest Professional Planners, LTD.––––Not filed
Benin Management CORP––––Not filed
Strategic Financial Services, Inc,––––Not filed
Ables, Iannone, Moore & Associates, Inc.––––Not filed
Symphony Financial, Ltd. Co.––––Not filed
Stony Point Wealth Management Inc.––––Not filed
Agp Franklin, LLC––––Not filed
MONECO Advisors, LLC––––Not filed
Kovack Advisors, Inc.––––Not filed
Edgestream Partners, L.P.––––Not filed
Armis Advisers, LLC––––Not filed
Roberts Wealth Advisors, LLC––––Not filed
Harbor Advisors LLC––––Not filed
Boyer & Corporon Wealth Management, LLC––––Not filed
Mechanics Financial Corp––––Not filed
Cherokee Insurance Co––––Not filed
Bretton Capital Management, LLC––––Not filed
Atlas Brown,Inc.––––Not filed
Agate Pass Investment Management, LLC––––Not filed
Monetary Management Group Inc––––Not filed
Arrow Financial Corp––––Not filed
Legacy Trust––––Not filed
Skylands Capital, LLC––––Not filed
Caliber Wealth Management, LLC––––Not filed
United Advisor Group, LLC––––Not filed
Catalyst Financial Partners LLC––––Not filed
Paradiem, LLC––––Not filed
Icon Advisers Inc––––Not filed
Martin Capital Partners, LLC––––Not filed
Crystal Rock Capital Management––––Not filed
SGL Investment Advisors, Inc.––––Not filed
Hudson Capital Management LLC––––Not filed
Winch Advisory Services, LLC––––Not filed
Morton Community Bank––––Not filed
Dean Investment Associates, LLC––––Not filed
Bridgewater Associates, LP––––Not filed
Cliftonlarsonallen Wealth Advisors, LLC––––Not filed
Capital Performance Advisors LLP––––Not filed
Sheets Smith Wealth Management––––Not filed
Rockport Wealth LLC––––Not filed
DLK Investment Management, LLC––––Not filed
Greenfield Savings Bank––––Not filed
Advisor OS, LLC––––Not filed
Pavion Blue Capital, LLC––––Not filed
Trinity Legacy Partners, LLC––––Not filed
Evergreen Private Wealth LLC––––Not filed
Triangle Securities Wealth Management––––Not filed
McKinley Carter Wealth Services, Inc.––––Not filed
S&CO Inc––––Not filed
Jacobs Equity LLC––––Not filed
HGK Asset Management Inc––––Not filed
Prudent Man Advisors, LLC––––Not filed
Commonwealth Retirement Investments LLC––––Not filed
Rosenblum Silverman Sutton S F Inc––––Not filed
Sentinel Trust Co Lba––––Not filed
Spirit of America Management Corp––––Not filed
Mount Vernon Associates Inc––––Not filed
EPG Wealth Management LLC––––Not filed
Gilliland Jeter Wealth Management LLC––––Not filed
Shoker Investment Counsel, Inc.––––Not filed
Enhancing Capital LLC––––Not filed
Green Square Capital Advisors LLC––––Not filed
Blue Edge Capital, LLC––––Not filed
Virginia Wealth Management Group, Inc.––––Not filed
IMA Wealth, Inc.––––Not filed
Howard Capital Management Inc.––––Not filed
Leelyn Smith, LLC––––Not filed
River Street Advisors LLC––––Not filed
Northern Oak Wealth Management Inc––––Not filed
Malaga Cove Capital, LLC––––Not filed
Generali Investments, Management Co LLC––––Not filed
TigerOak Management, L.L.C.––––Not filed
Kentucky Trust Co––––Not filed
Curbstone Financial Management Corp––––Not filed
Nichols & Pratt Advisers LLP––––Not filed
Silvant Capital Management LLC––––Not filed
Gradient Capital Advisors, LLC––––Not filed
Ramirez Asset Management, Inc.––––Not filed
Concentric Capital Strategies, LP––––Not filed
Royal Capital Wealth Management, LLC––––Not filed
Sax Wealth Advisors, LLC––––Not filed
Town & Country Bank & Trust CO dba First Bankers Trust CO––––Not filed
Fragasso Group Inc.––––Not filed
Gerber Kawasaki Wealth & Investment Management––––Not filed
Markowski Investments––––Not filed